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How Do Your Plan Sponsor Clients View Rollovers?

Even in the most amicable of partings, workers have traditionally lacked the particulars to facilitate a rollover to either an IRA or a subsequent employer’s retirement plan – and employers, particularly ex-employers, haven’t always been keen on retaining those accounts.

This week, we’d like to know how the plan sponsors you work with view rollovers – both those leaving the plan, and those new workers looking to roll in distributions. Do they accept rollovers? Has that changed in recent years? And how, if at all, do you think those inclinations might be affected by the new fiduciary regulation?

REPLY to this week’s NAPA-Net reader poll at https://www.research.net/r/BNJ22NP

And we’ll “roll” it all up for you on Friday!

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